
NY IRA Trust as Beneficiary Tax Trap
The NY ‘IRA Trust’ Nightmare (2025-2026): Why Naming a Trust as Your IRA Beneficiary is a Tax Trap As a New York estate planning attorney
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The NY ‘IRA Trust’ Nightmare (2025-2026): Why Naming a Trust as Your IRA Beneficiary is a Tax Trap As a New York estate planning attorney

How to Avoid Probate in New York As a New York estate planning attorney with over 30 years of experience, I have had thousands of

The Great Wealth Transfer: Your 2026 Guide For more than 30 years as a New York estate planning attorney, I have helped families preserve their

Your 2026 Guide to Lifelong Planning for a Child with Special Needs in New York For over 30 years, I have witnessed firsthand the extraordinary

The 2026 Estate Planning Guide for Millennials For more than 30 years, I’ve guided New Yorkers in building their legacies. For much of that time,

10 Estate Planning Mistakes to Avoid in New York Over the course of more than 30 years practicing estate planning law in New York, I

NY Reverse Mortgages: An Estate Planning Deep Dive For many older New Yorkers, their home is not just a place of cherished memories; it is

Top Reasons for a New York Power of Attorney Imagine for a moment that you are suddenly unable to manage your own affairs. A sudden

A Comprehensive Guide to Powers of Attorney in New York Planning for the future is one of the most profound acts of responsibility we can

Costs Of Estate Planning In New York 2024 What We’re Looking For Finding out a price for an estate plan can be a bit complicated,